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Articles tagged "Edelman Financial"


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David Bach: The No. 1 question I get asked: 'Who's a good financial advisor that I can hire?' I have not had anywhere to send these people.
July 1, 2014 at 7:09 PM

Ric Edelman:  Either they will die, or more likely, they will alter their business model.

Ric Edelman tells how he succeeds in advice's Death Valley -- online investing

For one thing the RIA maestro with $18 billion of advised asset charges full boat and people are an option

December 20, 2013 at 7:57 AM

Adam Birenbaum: We fundamentally believe that a group will emerge as a large practice that will compete against the wirehouses.

Top 5 most influential RIA figures of 2012 going into 2013

Putting their own capital -- and that of trusting others -- into their own edge-cutting ideas, these guys plow ahead with smiles on their faces

March 13, 2013 at 9:11 PM

Ric Edelman: We need to serve the 99% that hate us, not just rich people.

Ric Edelman is looking to add a $1-billion RIA elephant even as he unveils an online consumer strategy aimed at the chipmunks

Already Barron's No. 1 with predominantly a mass-affluent game, the radio dynamo is ready to invest private equity to add a quick $1 billion of AUM

October 29, 2012 at 3:26 PM

Hoofing it from the San Fran Ritz to the Tiburon Ferry, the unlikely and distinguished foursome of Jon Jones, Mike Durbin, Tif Joyce and Skip Schweiss.

How RIAs looked the winner at the Ritz Carlton in San Fran this week

The Tiburon CEO Summit had its usual charge of energy as Walter Bettinger, Ric Edelman, Mike Durbin and Bernie Clark appeared at every turn

October 18, 2012 at 5:42 AM

Mitchell Reiner: It's advisors that created this, [it's] not a 1-800 number.

How a $1 billion Atlanta RIA is getting fellow RIAs to funnel it their small-ticket clients

Wela nabbed $40 million right off the bat from its parent, Capital Investment Advisors LLC, and has Schwab veteran Paul Scudellari to ensure that assets are soon measured in billions

October 4, 2012 at 4:23 AM

Aaron Rowe of Edelman Financial and and Eric Clarke take the field of the Dallas Cowboys Stadium

Eric Clarke delivers a behind-the-scenes account of his own Gemini & Orion Advisor Forum

The Orion chief was taken aback by overwhelmed advisors but found time for predawn runs, a pep talk from a legendary coach, a tour of the Cowboys' stadium and the launch of 80 apps

September 25, 2012 at 6:42 PM

Tom Nally: I think RIAs are finding they're bringing in assets more easily than recently.

'Little' TD Ameritrade keeps moving toward being a big custodian

The custody unit continues to roll at a 100 breakaway per quarter pace as Tom Bradley's replacement settles in

April 18, 2012 at 3:52 AM

Ric Edelman: We are very actively seeking a buyer who will provide a better offer than Lee.

Ric Edelman strikes a private-equity deal that subtracts $2 million in expenses -- now let the after-bidding begin

Edelman Financial prepares to marry Lee Equity, but it's also open to a better offer

April 17, 2012 at 3:49 AM

Sarah Kenney: It may seem kind of nutty.

One woman's journey from Whole Foods to Edelman Financial

What do butternut squash and finance have in common?

October 6, 2011 at 2:54 PM

Adam Bold: I got calls 10 years, 10 weeks and 10 days ago and as a prudent person, I listen to these things....clearly the bigger the company gets, the bigger all the numbers get in terms of growing the business.

Adam Bold: The Mutual Fund Store is not for sale

Company owner denies report but says he takes phone calls of outside financiers

June 27, 2011 at 10:18 PM

Ric Edelman: You can’t do 10,000 things,10,000 ways for 10,000 clients.
June 20, 2011 at 3:02 PM

Tom Bradley: It’s common practice to give pieces of tech to advisors coming on to a platform.

TD Ameritrade will continue to provide free software to breakaways on an ad hoc basis

Tom Bradley takes exception to how the giveaways are characterized

June 17, 2011 at 2:36 PM

Andrew Salesky: It’s come up many times in the past. The timing is right.

Schwab spells out the details of its franchise plan

The San Francisco broker is making five-year deals with dozens of financial advisors from across advisory channels

June 8, 2011 at 1:28 PM

Ric Edelman: It hasn’t proven to be a problem for Charles Schwab.

Radio-star RIAs drive giant growth at national chains one $400,000 investor at a time

Edelman and Mutual Fund Store each surpass $6 billion of assets and, post-recession, they're throwing up stores with abandon

March 25, 2011 at 1:12 PM

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